Plan Ledger DOL Form 5500 · updated monthly

The University of Redlands403(b)

UNIVERSITY OF REDLANDS RETIREMENT PLAN · REDLANDS, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The University of Redlands reported $88,770 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $476 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.036% to 0.039%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 504th-largest of 9,483 plans among California employers on file, and the 244th of 3,091 in educational services. In 2024, employees put in $9.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$233,898,111
Participants with balances1,614
Active participants898
Employer contributions$427,367
Employee contributions$4,186,471
Employer contribution per active participant$476
Average account balance$144,918
Benefits paid to participants$14,700,028
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$233.9M · 1,614 accts · $427K emplr
2023$216.5M · 1,438 accts · $7K emplr
2022$202.5M · 1,651 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,770
Total administrative$88,770
Employer contributions to the The University of Redlands plan · 2024
Employer contribution per active participant$476
Median for plans this size$3,635
2024$476 per active participant
2023$10 per active participant
2022$3,313 per active participant

The University of Redlands's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping · Pension consulting$87,544

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,770 · 0.04%
2023$75,528 · 0.04%
2022$69,447 · 0.04%
Same employer
Similar plansEducational Services · California
University of la Verne CA$266.2M · 0.08%
Claremont McKenna College CA$258.7M · 0.03%
Harvard-Westlake School CA$251.6M · 0.02%
Harvey Mudd College CA$204.7M · 0.03%
Biola University, Inc. CA$197.6M · 0.07%
Cornerstone Ondemand, Inc. CA$195.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.